Evergreen Capital Management’s Interpublic Group of Companies IPG Stock Holding History

Evergreen Capital Management’s Portfolio IPG Stock Details IPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,139	Closed	-$237K	–	1033
2024 Q2	$237K	Sell	8,139 -584	-7%	-$18K	0.01%	766
2024 Q1	$285K	Buy	8,723 +31	+0.4%	+$1K	0.01%	650
2023 Q4	$284K	Buy	8,692 +148	+2%	+$4.46K	0.01%	616
2023 Q3	$245K	Sell	8,544 -10	-0.1%	-$334	0.01%	633
2023 Q2	$330K	Buy	8,554 +705	+9%	+$26.6K	0.01%	522
2023 Q1	$292K	Sell	7,849 -1,388	-15%	-$49.9K	0.01%	519
2022 Q4	$308K	Buy	9,237 +1,347	+17%	+$41.8K	0.01%	480
2022 Q3	$201K	Buy	+7,890	New	+$224K	0.01%	565

Other funds holding IPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's IPG Position: Q3 2024 in Review

Evergreen Capital Management sold out of Interpublic Group of Companies (IPG) in Q3 2024, closing a stake of 8,139 shares — an estimated $237K sold.

Evergreen Capital Management first reported a position in IPG in Q3 2022 and held it in 8 quarters. The position peaked at $330K in Q2 2023. 718 funds tracked by Wall St. Rank hold IPG as of Q3 2024.

Evergreen Capital Management reported no remaining Interpublic Group of Companies position as of Q3 2024 after selling out during the quarter.
Evergreen Capital Management sold 8,139 Interpublic Group of Companies shares in Q3 2024, an estimated $237K.
Evergreen Capital Management first reported a position in Interpublic Group of Companies in Q3 2022 and held it in 8 quarters.
Evergreen Capital Management's Interpublic Group of Companies position peaked at $330K in Q2 2023.
718 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.